Welcome to the 12th edition of our weekly musings! As Covid-19 cases making a comeback in India’s top cities, India’s retailers, who were the beneficiaries of the pent-up demand caused by the festive season, remain cautious about the post-festive retail…
Welcome to the 11th edition of our weekly musings! With a surge in coronavirus infections and deaths across the world, the pandemic is making its presence felt as the global economy continues to witness uncertainty amidst the second wave. The…
Welcome to the 10th edition of our weekly musings! The latest data on high-frequency indicators has been encouraging and shows quite a rebound for India’s economy, although India is still not out of the woods as far as the impact…
Welcome to the 9th edition of our weekly musings! The year 2020 will go down in history as the year of volatility, divergence, and optimism. Since the economy was unlocked in June 2020, there has been a significant recovery in…
Welcome to the 8th edition of our weekly musings! The backdrop of our maiden musings couldn’t have been more noteworthy – The improvement in high-frequency indicators continues with no negative surprises as optimism abounds with a sustained reduction in new…
Welcome to the 7th edition of our weekly musings! In the musings published last week, we discussed the minutes of the RBI monetary policy committee’s first policy meet after the constitution of 3 new external members and the central bank’s…
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